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- What We Like About Cubist Pharma
- Andrew Horowitz submits: We are carefully entering portfolio positions in this environment. (Note: Portfolio positions vs. trading positions) A company that we like for its specialty product is Cubist Pharmaceuticals CBST. It has made all of our screens recently, but we were reluctant to add it to portfolios as the...
- External links 2009-11-05
- Microsoft: A Potential Suitor for Netflix?
- Andrew Horowitz submits: If you have been following the recent Xbox progress by Microsoft MSFT, you may have noticed that Mr. Softy is back looking to take over your living room. Yes, the idea that a centralized media center, gaming system and communication device is back on the table....
- External links 2009-08-26
- Will the S&P 500 Move Towards 960 or 1060?
- Andrew Horowitz submits: Here is a quick and dirty look at two possibilities for the direction of the S&P 500. One shows a magnet toward 960, which would not seem impossible. The other shows that the top end on an intermediate basis may be close to 1060. ...
- External links 2009-08-19
- AsiaInfo Holdings: Banking on China Cell Phone Growth
- Andrew Horowitz submits: We have been interested in AsiaInfo Holdings ASIA for some time and patiently waited until it came into our price zone. Yesterday at $15.50 or so, we added an initial position to TDIMG portfolios. If the idea holds that there are hundreds of millions of users in...
- External links 2009-08-18
- S&P 500: Short Interest Ratio Drops
- Andrew Horowitz submits: Short interest on the S&P 500 dropped in the last reading. This is consistent with the major market averages moving quickly higher, in part fueled by the bull argument of a quick and painless recovery and in part by the bears running for their caves. ...
- External links 2009-08-14
- How to Play Agricultural Commodities Now
- Andrew Horowitz submits: We are using the Powershares Agriculture ETF DBA to play the growing explosion of prices on many food commodities . Recently, sugar moved higher on the prospect that India will have a tough time with their crops this year after record droughts. That is one component...
- External links 2009-08-12
- Copart: Another Beneficiary of Cash for Clunkers
- Andrew Horowitz submits: Company Description: Copart, Inc. CPRT provides vehicle suppliers, primarily insurance companies, with a variety of services to process and sell salvage vehicles through auctions. Salvaged vehicles are primarily sold to licensed dismantlers, rebuilders, and used vehicle dealers. We perceive Copart to be...
- External links 2009-08-10
- What Unemployment Numbers Can We Expect?
- Andrew Horowitz submits: Here is how the employment numbers are shaping up: This week we saw the ADP employment numbers and they were slightly worse than anticipated. That shook the markets on Wednesday. Then on Thursday, we saw the weekly initial jobless claims numbers and while they...
- External links 2009-08-07
- Personal Income Drops Again - How Will Consumers Spend Now?
- Andrew Horowitz submits: Personal income dropped to the lowest point in four years according to reports. This is in advance of the retail sales release later this week. How will consumers spend if there are less jobs now and lower income? Add to this that the personal...
- External links 2009-08-04
- MercadoLibre: Watch This Latin American eBay
- Andrew Horowitz submits: We recently added a long position of MELI at a 1.5% allocation max with an entry price of $28.14. Description by Andrew Horowitz
- External links 2009-07-30
- How Did Caterpillar Beat Estimates?
- Andrew Horowitz submits: I was speaking with my friend Frank Curzio today and we were discussing the Caterpillar CAT earnings. Hard to believe that in this environment the company pulled off such a nice beat. But, looking deeper there were a few things that helped… Our conversations...
- External links 2009-07-23
- What Are Diesel Inventories Telling Us?
- Andrew Horowitz submits: API put out their Oil, Gas and Distillates information yesterday evening and I wanted to take a look at the numbers as well as the latest diesel inventory data. The reason we look at diesel is to see what is occurring in the commercial transportation area....
- External links 2009-07-22
- How Will Texas Instruments' Increase in Asia Sales Impact the Stock?
- Andrew Horowitz submits: Upon looking over the earnings that will be coming after the bell, I was curious to see how much of the total income of Texas Instruments TXN came from outside the U.S. Why? Well, Intel INTC for one was an amazing story that showed...
- External links 2009-07-20
- Cintas: A Recovery Buy Story
- Andrew Horowitz submits: We have added a SMALL position of Cintas CTAS to portfolios. I know what you are thinking…. A uniform company? We thought the same thing. But, even as we are in the low point of this recession, seemingly making some progress, we see that...
- External links 2009-07-17
- Will Alcoa's Cost Cuts Help the Company?
- Andrew Horowitz submits: After the close on Wednesday, Alcoa AA released earnings and it was mixed, in that while the company beat estimates, the actual results were horribly poor. Notes: by Andrew Horowitz
- External links 2009-07-09
- Potash: Suffering from an Unrelenting Price Squeeze
- Andrew Horowitz submits: We have been watching as Potash POT and other fertilizer suppliers are having a hard time negotiating with some of the world’s most influential customers. The problem started earlier this year when India pressed hard and negotiated a deal way below market for the products. Demand...
- External links 2009-09-23
- Will Microsoft's Next Tablet Computer Succeed?
- Andrew Horowitz submits: Microsoft MSFT has been doing what it can to finally work on the offensive. Bing search is now making significant progress against rivals and Windows 7 is getting excellent reviews. There is even talk that the next generation Zune HD will become a serious contender...
- External links 2009-09-23
- Side by Side Analysis of FOMC Statements
- Andrew Horowitz submits: Last month (September 23) we saw a very small shift in a few of the key areas of the Fed statement. In particular the wording change that showed that the Fed saw economic activity has picked up following its severe downturn from “leveling out.” ...
- External links 2009-11-04
- Trends in Oil Inventories: Difficult to Measure
- Andrew Horowitz submits: There was a draw-down on oil inventories that helped to push markets higher. (Note: Correlations these days are unbelievably high across many market segments.) We have seen these numbers see-saw on a weekly basis, giving us little trend to lock onto. Clearly total inventories have been...
- External links 2009-11-04
- Allegiant: October Year-Over-Year Comps Are Strong
- Andrew Horowitz submits: Allegiant Air ALGT came with impressive numbers for October. The load factors were slightly down but we saw healthy increases in most areas as compared to 2008. Allegiant has one of the best load factors in the industry as they manage flight loads well. Yet, we...
- External links 2009-11-04
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